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Salesforce Sales-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Customer Discovery15%- Determine the scope and business objectives
  • 1. Identify key stakeholders
  • 2. Assess current business processes
  • 3. Define business requirements
- Conduct discovery sessions
  • 1. Understand sales methodology
  • 2. Document pain points and challenges
  • 3. Capture success criteria
Topic 2: Planning & Solution Design25%- Design Sales Cloud solution
  • 1. Design lead management process
  • 2. Design account and contact management
  • 3. Design opportunity management
- Define data model requirements
  • 1. Custom objects design
  • 2. Record types and page layouts
  • 3. Field-level security
- Design user adoption strategy
  • 1. Change management
  • 2. Training requirements
Topic 3: Integration & Optimization15%- Ongoing support and maintenance
  • 1. User adoption monitoring
  • 2. Release management
- Performance optimization
  • 1. Lightning Experience optimization
  • 2. Salesforce Mobile app configuration
- Integration requirements
  • 1. Third-party integrations
  • 2. Calendar integration
  • 3. Email integration
Topic 4: Analytics & Insights10%- KPI measurement
  • 1. Define success metrics
  • 2. Report on business outcomes
- Configure analytics features
  • 1. Einstein Analytics basics
  • 2. Forecasting configuration
  • 3. Sales Cloud Einstein features
Topic 5: Migration & Data Management10%- Data migration strategy
  • 1. Data validation rules
  • 2. Data loader configuration
  • 3. Data mapping
- Data quality management
  • 1. Duplicate rules
  • 2. Matching rules
Topic 6: Salesforce Configuration25%- Configure reporting and dashboards
  • 1. Custom report types
  • 2. Standard and custom reports
  • 3. Dashboard components
- Set up Sales Cloud features
  • 1. Set up Salesforce Engage
  • 2. Configure Einstein Activity Capture
  • 3. Configure lead scoring
- Implement automation
  • 1. Flow Builder
  • 2. Approval processes
  • 3. Process Builder

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Salesforce Certified Sales Cloud Consultant Sample Questions (Q120-Q125):

NEW QUESTION # 120
After a successful implementation of Sales Cloud at Universal Containers, sales management wants to add a Negotiation stage immediately prior to the Closed stage. After adding the stage, a user reports that some Opportunities are missing from quarterly forecasts.
How should the consultant resolve this issue?

Answer: D


NEW QUESTION # 121
Which data migration sequence should consultant recommend for the objects?

Answer: B

Explanation:
This is the recommended data migration sequence for the objects because it follows the order of dependencies and relationships among them. Accounts should be migrated first because they are the parent object of many other objects. Opportunities should be migrated next because they are related to Accounts and Products.
Contacts should be migrated after Accounts because they are also related to them. Products should be migrated before Product Line Items because they are the parent object of them. Product Line Items should be migrated after Opportunities and Products because they are related to both of them. Cases should be migrated after Accounts and Contacts because they are related to them. Leads and Campaigns can be migrated last because they are not dependent on other objects2


NEW QUESTION # 122
Universal Containers manages opportunity forecasts using the standard forecast categories in Salesforce
customizable forecasting. Each sales stage is aligned with a forecast category. When reviewing the forecast,
Universal Containers wants the roll-up of just the opportunities that are in pipeline, best case, and commit.
What number in the forecast would provide Universal Containers with the appropriate information?

Answer: A


NEW QUESTION # 123
You want to sync a new quote with its opportunity, but an old quote is already syncing. What should you do first?

Answer: C


NEW QUESTION # 124
When Service Reps view a Case, theyoften need to see the Case History of other Cases for that same Account.
How should a Consultant configure the Lighting Service Console to support this requirement?

Answer: B


NEW QUESTION # 125
......

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